When a constituent is joining or renewing as a member, the Add Membership page is the part of the order process where you select the membership type and related options to include in the membership cart item.
Membership is a type of product in Nimble AMS, and is created to represent membership dues, chapter dues, or other types of membership options offered by your association.
When you are done using this page, the selected membershipproducts(s) are added to a membership cart item, which is added to the cart.
Choosing a Customer
To get started, you can use
Customer to select the constituent who is the customer purchasing the membership. This determines who will be listed on the membership cart item. By default, the
Bill To account for the cart is selected as the customer but you can change this by entering full or partial name of the individual or company and clicking . If more than one account is found that matches the name entered, a message displays to let you know and you can choose which account to use as the customer.
Reviewing the Customer's Current Membership Details
To view the details of the selected customer's most recent membership, click Current Membership Detail.
Choosing a Membership Type
Membership Type lists all membership types available to the chosen customer, depending on if the customer is an individual or company. You can click
Membership Type and select the membership type for the customer.
Choosing a Stage
You can use
Stage to select what stage of a membership you would like to select for the customer. If the customer is not a current member, the selection defaults to
Join. If the customer is a current member, the selection defaults to
Choosing a Price Class
You can use
Price Class to select the price class to use for the customer. If the user is a current member, the selection defaults to
Member. If the customer is not a member, the selection defaults to
Choosing Automatic Renewal
If the selected membership type is set up to be automatically renewable, you can select
Automatically Renew? to enable automatic renewal for the membership.
The productproducts related to the chosen membership type display and you can hover over each products name to see some record detail or click to browse to the record for more information.
Selecting Membership Products
The Membership Products section displays all Membershipproducts related to the chosen membership type where
Primary. If there is only one
Primary linked products, the products is automatically selected. If there are more than one
Primary linked products, you can click to select a products for the customer.
You can change the
End Date, and/or
Price for each products in the list, so you can set the customer's membership term and cost.
Multiple Primary Products
Selecting Other Products
The Other Products section displays all products linked to the chosen membership type where
Required linked products are automatically selected; though you can deselect them if not needed.
Optional and linked products are not selected and you can select the ones needed for the customer.
You can change the
Price for each product in the list, so you can set the cost of each product.
Selecting Donation Products
The Donation Products section displays all products linked to the chosen membership type where
Donation. You can select one of more donation products, chose the appeal to which it relates, and enter the gift amount. Only appeals where
Active are displayed.
Once your selections are complete, you can click Save to add the cart item to the cart or Cancel to discard your selections. You will then be taken to the Verify Cart step.
If you forget to click Save and browse to another page, your selections will be lost.
Editing an Order
After submitting a cart, you may want to edit a cart item with a membership product if you need to correct a mistake, add or remove a membership, change the term, or handle a partial refund. When you're done using this page, the selected products are added to the order item with the chosen term and price with deselected products removed.
Reviewing and Adjusting Information
To help set context for changes to the cart item, you can review the selected customer, membership type, and stage selections. These selections cannot be changed, but highlight to whom selections are designated, the type of membership that was ordered, and in what stage.
If you want to change the customer, membership type, or stage for a membership in the cart, we recommend you delete the current cart item on the Verify Cart Step of the order process, and add a new cart item with your desired settings and product selections.
You can use
Price Class to adjust the price class to use for the attendee, which controls the prices for the displayed membershipproducts, as well as–if the selected membership type is set up for automatic renewal–you can select to enable or disable automatic renewal.
When you are editing, the Membership Products and Other Products, and Donation Products sections display the previously selected products, dates, and prices.
You can select products with a click, which are then shown in green. When a product selection is removed, it is shown in red. In addition to changing selections, you can also adjust the dates and price for each product. The price of each is updated with each adjustment so you can see the impact of each change.
To edit a donation that was added when ordering the membership, you'll need to edit the donation order item directly, as the donation is not show on the Add Membership page.
Adding Selection Adjustments
Once your product selection adjustments are complete, you can click Save to add the order item to the cart or Cancel to discard your changes.
If you forget to click Save and browse to another page, your selection adjustments will be lost.